Master These Dashboards to Boost Profitability by 10%+

Author

Nick Avaria
January 19, 2025

Last week, we explored how the lack of data architecture can erode your agency’s profits. Now, let’s get practical. 

Building dashboards may seem daunting, but the right setup will revolutionize how you manage your agency and unlock hidden profitability.

Hey, I’m Nick Avaria, agency owner, and founder of Agency Acquisitions. I help overworked agency owners scale to 7 & 8 figures while working less hours per week.

If you’re on LinkedIn, and we’re not already connected, send over a request to get in touch.

Here’s a breakdown 4 of the 7 essential dashboards every agency needs:

1. Financial Dashboard
Start with the basics: your Profit and Loss (P&L) statement, balance sheet, and financial KPIs. Key insights to include:

  • Budgeted revenue vs. actual revenue.

  • Budgeted expenses vs. actual expenses.

  • Cash flow and days of cash on hand.

This dashboard helps you identify overspending, monitor collections, and maintain profitability at a glance.

2. Client Satisfaction Dashboard
Your clients’ happiness directly impacts churn and lifetime value. Here’s what to track:

  • Monthly or quarterly Net Promoter Scores (NPS).

  • Qualitative feedback from client calls

  • Client results compared to industry benchmarks and client targets

  • Churn rates by account manager.

  • Upsells and discounts by client and account manager

Combine these metrics into a single dashboard to highlight trends, spot risks, and celebrate wins.

3. Productivity Dashboard
Track how your team spends their time and their efficiency on projects. Key elements include:

  • Utilization rates (billable hours vs. total hours).

  • Effective hourly rate (project value in $ divided by total hours used)

  • Efficiency reports for teams, projects, and individuals.

  • Project profitability

  • On-time delivery

Use these insights to reward top performers and support underperforming areas.

4. Marketing and Sales Dashboards
Measure your Lifetime Value (LTV) to Customer Acquisition Cost (CAC) ratio — your north star for scalable growth. 

Aim for a ratio of 3:1 or better by tracking:

  • Cost per lead (MQL & SQL), per proposal, and per close.

  • Proposal close rates (both on # of proposals vs closes and $ proposed vs closed)

  • Average close size

The Outcome:
When you take these 4 dashboards and add the last 3, then combine them you get a complete dashboard system that gives you clarity in under 10 minutes a week.

Eliminating hours of uncertainty and helping you make smarter we-rounded decisions.

Want a complete list of the essential metrics for your agency? What about a Master Dashboard?

Get them here:

Download the free KPI checklist now: KPIs that will take your agency to $10 Million in revenue.

Download the Master Dashboard now: Track all your KPIs in one easy place for better accountability and tracking.

Ready to scale your agency in 2025?

Book a time with me to connect about how to hold your team accountable to your 2025 revenue goals.

Nick